Job Sheets: A Complete Guide to Explore

Gone are the days when jobs were managed on paper, and business owners had to handle loads of physical sheets and files. Electronic job sheets are the way ahead for modern field service firms. You might want to rethink your data management strategy if you’re still using paper job sheets in your organization. 

Job sheets are a very easy way to keep track of your entire workflow, a checklist of jobs complete with details of your contacts and other associated information. A job sheet template keeps track of what work is done on each visit, who performed the work, and who accepted the work. The job card template is one of the most important tools that any field service management professional can use.

Additionally, job sheets can be beneficial to provide your customers with the experience they truly want. 89% of customers want their technicians to be scheduled using modern, on-demand technology, and almost as many customers would be willing to pay more for it.

In this blog, we’re discussing job sheets in detail and why your business needs to shift to them instantly. 

What are Job Sheets?

A job sheet is a simple and ingenious tool that can help you run the workplace efficiently by ensuring that your employees are doing their jobs well. These are also known as work order ledgers. Job sheets are a list of all the work orders needed to be done. 

This can include the cost, the date of the job, and the date the job was fulfilled. Job sheets are guidelines in different file formats created by the Manager to show what work needs to be done, who is in charge of doing that work, the expected time of completion, customer information, and the estimated cost.

A job sheet gives you complete information about the project and helps you to divide the work into smaller tasks.  Job sheet templates give you a record of what work has been done and what work is outstandingly saved in filed format. They also help you to track progress and make informed decisions about the whole operation.

The following are some common types of jobs sheets:

  • Timesheet: provides the total time the person was working on the task and the total time spent on the job.
  • Cost sheet: details about the price and the hourly rate for the person.
  • Task sheet: provides information about the work that a person is doing and who he should report with a digital signature.

Job sheets are important, and they should be very helpful in keeping track of businesses and their employees’ duties and responsibilities in the workplace. While there are many ways that an organization can benefit from a job card template, the most important aspect of these is how it helps you track your employees.

Job sheet templates list down and describe every task that your employees need to perform for the day or the week.

Digital Job Sheets

Using digital job sheets will help the business stay organized and keep track of the jobs that were done and how much they cost. A digital work job sheet template is a great tool for any designer who is working on a bigger project. They are a document in a file format that shows the list of tasks that need to be completed for the project.

These sheets are simple lists that sit in your visual field at all times. It is updated as work is assigned and is organized in a way that makes sense to you. Digital business transformation is key for today’s businesses. 

How to Create Job Sheets

There are many different types of job sheets, but there are common things that should be included in each job sheet. A job sheet should contain the following: Title of the job, responsibilities, the process of the job, projected goals, and any training required.

  • The first step to creating a job sheet is to list all the jobs that need to be completed. 
  • Organize them in order of completion. 
  • Then, provide a detailed description for each job and, finally, a time estimate for each job. 

Job sheets are a great way to make sure you are on the same page as your client, and they are a great way to keep track of a project. However, when you have a specific set of plans, you can easily find your way through the project and make sure that everything is being done as expected.

What to Include in Job Sheets?

Here are 10 items you should include in your job sheets.

  • The company’s mission statement 
  • Information regarding the company’s brands 
  • An introduction to the department 
  • Specific job details, including the job’s responsibilities and specifics of the job 
  • How to do the job 
  • How to meet the necessary expectations 
  • The job’s targets 
  • How to handle difficult situations 
  • How to create a great workplace 
  • The job’s benefits and/or perks

When creating a job sheet, it’s important to make sure you’re upfront with what the job entails and who will be required to complete the job. The job sheet should list who is responsible for the job. The job sheet should also contain a goal for what the job is trying to achieve. Lastly, the job sheet should also have a timeline for when the job is due.

The structure of a job sheet is crucial when planning out a job. A job sheet template should be made with all of the information. A name and job number should be placed at the top of the sheet. The end of the sheet should be formed as a tab, so it’s easily readable. Lastly, the sheet should be kept in a secure location, so it’s easy to find.

Challenges in Creating Paper-based Job Sheets

Job sheets are an essential part of business processes, but there are several challenges associated with creating non-electronic job sheets, including:

  • Reduced productivity
  • Reputational damage
  • Heightened compliance risks
  • Increased travel
  • Print infrastructure

To overcome these challenges, the adoption of a job sheets app will ensure the following benefits:

  • Improved accuracy of data: job details, job description, customer information, data of old workers, new workers, and new customers
  • Lesser time-consuming: Easily add target date of job completion, job information, list of materials needed, travel time, and employment instructions, so workers don’t have to waste time.  
  • Reduced costs: keep track of material balance sheet, download invoices as and when needed and access other details like admin time easily. 
  • Improved user experience – with detailed customer search, their file format history, and document history, businesses can provide a better and more personalized experience.
  • Streamlined processes – when you create a new sheet template, the process of assigning jobs and managing them becomes more efficient. 
  • Enhanced compliance – each job sheet contains a digital signature, a determined page size sheet, and a customer form for better compliance. 
  • Analyze productivity with ease

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Here’s a short list of ways to customize your job sheets:

  • Use different colors for each job
  • Underline important information
  • Use bold font to emphasize important information
  • Highlight the start and end times
  • Use a job sheet template that’s appropriate for your business

Job sheets are a great way to track and analyze productivity. With a job sheet, you record information about each job that your technicians do. The information is divided into sections, so you can easily see what the technician was doing and what parts of the job were completed.

Job sheets are also a great way to keep track of your technicians’ productivity for each job. FieldCamp offers this feature. It allows you to keep track of employee productivity on the go with sign in and sign off.

This will let you know the volume of work you’ve been assigned and allows for an increase in employee level if necessary. View job sheets in engineers’ calendars for quick information about the busyness of your workforce.

Streamline Job Sheets With FieldCamp 

FieldCamp is a scheduling software for service businesses that helps greatly in streamlining job scheduling, which is one of the major concerns of contractors. With FieldCamp, you can create and add jobs, send them to your team, track their progress, and consolidate this data at the end of the job.

FieldCamp is the best for field managers and supervisors. It helps keep track of all the fields using real-time information from teams. This means that if you have questions about any specific area, in particular, you can talk to workers directly as they are engaged in their daily jobs.

You can start your today and explore the job sheet software, its features, and functionalities, and know how it is beneficial for your business.

Author Bio

Gaurang Bhatt

Gaurang Bhatt is a techie in himself with an ability to solve problems technically and present solutions in the form of a product. He is one of the pioneers to curate FieldCamp with his 15+ years of knowledge and expertise in providing solutions to home service industries. Gaurang aims to overcome challenges faced by service business owners through software solutions and blogs.